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iShares Russell 3000 ETF
IWV

Overview Fund Activity

810 hedge funds and large institutions have $8.96B invested in iShares Russell 3000 ETF in 2025 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 210 increasing their positions, 258 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
810
Holders Change
+17
Holders Change %
+2.14%
% of All Funds
10.86%
Holding in Top 10
48
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4%
% of All Funds
0.64%
New
69
Increased
210
Reduced
258
Closed
37
Calls
$7.27M
Puts
$2.32M
Net Calls
+$4.95M
Net Calls Change
+$2.25M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$572M
2
BlackRock
BlackRock
New York
$421M
3
Morgan Stanley
Morgan Stanley
New York
$451M
4
Ameriprise
Ameriprise
Minnesota
$158M
5
CIA
Concurrent Investment Advisors
Florida
$22.1M

Top Sellers

1
P
Pitcairn
Pennsylvania
$127M
2
GWM
Geneos Wealth Management
Colorado
$45.9M
3
Bank of America
Bank of America
North Carolina
$247M
4
Northern Trust
Northern Trust
Illinois
$369M
5
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$79.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIM
251
Zacks Investment Management
Illinois
$2.75M -$86K -245 -3%
MCM
252
MAI Capital Management
Ohio
$2.7M +$666K +1,897 +33%
PA
253
Planning Alternatives
Michigan
$2.69M – – –
SWA
254
Stratos Wealth Advisors
Ohio
$2.63M +$488K +1,391 +23%
FLPIM
255
F.L. Putnam Investment Management
Massachusetts
$2.61M -$21.8K -62 -0.8%
RB
256
Renasant Bank
Mississippi
$2.57M – – –
FWM
257
Fonville Wealth Management
Virginia
$2.57M -$25.3K -72 -1%
Envestnet Portfolio Solutions
258
Envestnet Portfolio Solutions
Illinois
$2.54M -$144K -410 -5%
WIA
259
Wealthedge Investment Advisors
New York
$2.47M -$819K -2,332 -25%
RWM
260
Rialto Wealth Management
New York
$2.38M – – –
IAS
261
IMA Advisory Services
Colorado
$2.35M – – –
SC
262
SouthState Corp
Florida
$2.31M +$2.81K +8 +0.1%
MWM
263
Modera Wealth Management
New Jersey
$2.27M +$111K +316 +5%
BPWM
264
Badgley Phelps Wealth Managers
Washington
$2.27M +$126K +360 +6%
SRCM
265
Signature Resources Capital Management
California
$2.24M +$2.24M +6,380 New
OFG
266
Oxford Financial Group
Indiana
$2.23M +$99.7K +284 +5%
MFP
267
Meridian Financial Partners
Virginia
$2.23M -$62.1K -177 -3%
DWM
268
Dakota Wealth Management
Florida
$2.22M -$145K -412 -6%
BAM
269
Berkshire Asset Management
Pennsylvania
$2.21M -$181K -516 -8%
BBHC
270
Brown Brothers Harriman & Co
New York
$2.21M -$5.62K -16 -0.3%
AC
271
Apella Capital
Connecticut
$2.19M -$85.5K -242 -4%
X
272
Xponance
Pennsylvania
$2.19M -$2.47M -7,037 -53%
OFS
273
OneAscent Financial Services
Alabama
$2.17M – – –
GM
274
GeoWealth Management
Illinois
$2.16M -$86K -245 -4%
Renaissance Technologies
275
Renaissance Technologies
New York
$2.14M +$807K +2,300 +61%
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